Carillon Family of Funds Mutual Funds List
Here you can find all mutual funds issued by Carillon Family of Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 15
- Avg. Expense Ratio
- 0.82%
- Avg. 1 Year Return
- 23.61%
- Avg. 5 Year Return
- 7.34%
- Median Risk/Return Score
- 50 / 100
Carillon Family of Funds Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carillon Reams Core Bond Fund | Intermediate Core Bond | Feb 23, 2001 | 0.40% | 0.78% | 2.37% | 4.29% | 24 |
Explore top Carillon Family of Funds Mutual Fund Categories and Asset Classes
Carillon Family of Funds Equity Mutual fundsCarillon Family of Funds Bond Mutual fundsCarillon Family of Funds Multi-Asset Mutual fundsCarillon Family of Funds Small Cap Growth Equities Mutual fundsCarillon Family of Funds Diversified Portfolio Mutual fundsCarillon Family of Funds Foreign Large Cap Equities Mutual fundsCarillon Family of Funds High Yield Bonds Mutual fundsCarillon Family of Funds Intermediate Core Bond Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Carillon Family of Funds Mutual funds by Risk/Return Score
The top Carillon Family of Funds Mutual funds by PortfoliosLab Risk/Return Score are CWFIX (97) and EISIX (89).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | |
| Carillon ClariVest International Stock Fund | 89 | — | Feb 2013 | |
| Chartwell Small Cap Growth Fund | 84 | — | Jun 2017 | |
| Carillon Eagle Small Cap Growth Fund | 61 | — | May 1993 | |
| Carillon Eagle Growth & Income Fund | 59 | — | Dec 1986 |
Best-Performing Carillon Family of Funds Mutual funds Over 5 Years
The top Carillon Family of Funds Mutual funds is EISIX (17.07%).
Across the lineup, Carillon Family of Funds Mutual funds show an average 1-year return of 23.61% and an average 5-year return of 7.34%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Carillon ClariVest International Stock Fund | 17.07% | — | Feb 2013 | |
| Carillon ClariVest Capital Appreciation Fund | 14.92% | — | Dec 1985 | |
| Chartwell Small Cap Growth Fund | 13.03% | — | Jun 2017 | |
| Carillon Scout Mid Cap Fund | 10.22% | — | Oct 2006 | |
| Carillon Eagle Growth & Income Fund | 10.03% | — | Dec 1986 |
Lowest-Cost Carillon Family of Funds Mutual funds
The top Carillon Family of Funds Mutual funds is SCPZX (0.40%).
With an average expense ratio of 0.82%, Carillon Family of Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Carillon Reams Core Plus Bond Fund | 0.40% | — | Nov 1996 | |
| Carillon Reams Core Bond Fund | 0.40% | — | Feb 2001 | |
| Chartwell Short Duration High Yield Fund | 0.49% | — | Jul 2014 | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | |
| Chartwell Income Fund | 0.64% | — | Sep 1987 |
Highest-Yield Carillon Family of Funds Mutual funds
The top Carillon Family of Funds Mutual funds is CWSIX (18.40%).
Across the lineup, Carillon Family of Funds Mutual funds show an average dividend yield of 7.16%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Chartwell Small Cap Value Fund | 18.40% | — | Mar 2012 | |
| Carillon Eagle Growth & Income Fund | 18.14% | — | Dec 1986 | |
| Carillon Eagle Mid Cap Growth Fund | 12.73% | — | Aug 1998 | |
| Chartwell Mid Cap Value Fund | 11.43% | — | May 2002 | |
| Carillon Scout Mid Cap Fund | 8.98% | — | Oct 2006 |
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